DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Bcd Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Peter William DotsonBcd Advisors state registeredGibbs Wealth Management, LLC independent RIAOtherAug 26, 2024Nov 29, 2025 (460 d)
Feliz TovarBcd Advisors state registeredWells Fargo Advisors wirehouseOtherSep 3, 2019Aug 24, 2021 (721 d)
Patrick Manuel ScholzBcd Advisors state registeredJh Kaufman LLC state registeredOtherSep 25, 2018Mar 20, 2018
Kevin Marvin WrayBcd Advisors state registeredInsight Folios independent RIAOtherApr 17, 2017Jan 9, 2025 (2824 d)
Bruce RomagnoliBcd Advisors state registeredInsight Folios independent RIAOtherApr 17, 2017Apr 21, 2017
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5 moves match.